DEL GALLO FINANCIAL SERVICES, LLC

Overview

Del Gallo Financial Services, LLC is a small, independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm combines advisory work with brokerage activities in real estate and insurance, and positions itself as a capital allocator — sourcing and placing client capital with third‑party managers when appropriate. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting support, selection of external advisers, and client education through seminars and workshops. Investmently, the firm displays a clear preference for equities, with exchange‑traded equities representing the single largest asset bucket. That equity focus is balanced with deliberate allocations to alternative asset classes — primarily real estate, commodities and oil & gas — and a use of mutual funds and corporate debt for fixed‑income and diversified exposure. Del Gallo offers multiple fee arrangements (percentage of AUM, hourly, fixed fees and other structures), and its practice appears weighted toward non‑discretionary relationships, which supports more collaborative, advice‑driven portfolio construction.

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Location & Offices